Noreen Brown
Head-Equity Investments bei Summit Financial LLC
Ursprung des Netzwerks ersten Grades von Noreen Brown
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Summit Financial LLC
 Summit Financial LLC Investment ManagersFinance Summit Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Parsippany, New Jersey. Formerly known as National Wealth Advisors, Inc., the firm was founded in 2018 and has succeeded from the advisory businesses of Summit Equities, Inc. which was established in 1991. They are a wholly-owned by Summit Financial Holdings LLC, which is owned by Summit Financial Services LLC. Summit Financial offers investment advisory services to individuals, high net-worth individuals, corporations and/or business entities, pension and profit-sharing plans, and charitable organizations.
2
| Subsidiary | Investment Managers | 2 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Noreen Brown
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| Fairleigh Dickinson University | College/University | Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin | |
Cantor Fitzgerald Wealth Partners LLC
 Cantor Fitzgerald Wealth Partners LLC Investment ManagersFinance Part of Cantor Fitzgerald LP, Cantor Fitzgerald Wealth Partners LLC provides investment advice. The company is based in New York, NY. The CEO of the company is Shawn Peter Matthews. | Investment Managers | Chief Executive Officer | |
Dynasty Financial Partners LLC
 Dynasty Financial Partners LLC Investment ManagersFinance Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Wells Fargo Bank, NA (Private Banking)
 Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Investment Managers | Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 7 |
Sektoral
| Finance | 5 |
| Consumer Services | 3 |
Operativ
| Chief Executive Officer | 4 |
| President | 4 |
| Chief Investment Officer | 2 |
| Director/Board Member | 2 |
| Corporate Officer/Principal | 2 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Stan Gregor | 5 |
| Steven Weinman | 4 |
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